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Showing 851 - 860 of 18240 results for "Plan"

Aussie instos on the hunt for niche opportunities

ELIZA BAVIN  |  WEDNESDAY, 19 MAR 2025
... their global counterparts. In Australia, 69% of investors said they planned to increase their equity exposure and only 12% plan to decrease it. In comparison, 54% of investors globally plan to increase their equity exposure, while 17% plan to decrease ...

Clean energy strategies a gateway to long-term growth

ANDREW MCKEAN  |  TUESDAY, 18 MAR 2025
Although fossil fuel investment has increased in the short term, all natural resources companies surveyed by Willis, a WTW business, have some form of a clean energy strategy. Willis' survey of 450 "senior decision markers" in energy and natural resources ...

FNZ wins mandate, names APAC head

JAMIE WILLIAMSON  |  TUESDAY, 18 MAR 2025
FNZ has been handed a mandate by a $56 billion industry super fund, while also welcoming a Sydney-based head of Asia Pacific. The wealth technology platform has been selected by CareSuper to take over as its direct investment option (DIO) provider ...

Falcon Capital, First Guardian Master Fund set for liquidation

KARREN VERGARA  |  TUESDAY, 18 MAR 2025
... further updates in relation to the above matters in due course. Falcon is currently working with its advisers to develop a plan to implement an orderly wind down of the fund, so as to maximise the return to unitholders." ASIC alleges that about $274 ...

Managed account use at record high: Data

MATTHEW WAI  |  MONDAY, 17 MAR 2025
New research from State Street Global Advisors and Investment Trends shows about 59% of Australian financial advisers are now using managed accounts (MAs), as performance remains the top criteria for advisers. According to the SPDR ETFs / Investment ...

Ord Minnett poaches Perpetual advisers amid hiring spree

ANDREW MCKEAN  |  MONDAY, 17 MAR 2025
Ord Minnett (Ords) has added nine new senior advisers to its ranks - seven from Perpetual and two from FIIG Securities - as part of a broader push to grow its client and adviser base. Former Perpetual partners Malissa Tobias, Mark Heffernan, and Con ...

Underperforming managers in China could see pay halved

KARREN VERGARA  |  MONDAY, 17 MAR 2025
... record a loss or return 10% less than their performance benchmarks. People familiar with the matter said that under the draft plan, fund returns will account for at least half of the weighting in senior management's evaluation, while other metrics ...

Deficit to reach $26bn: Deloitte

KARREN VERGARA  |  MONDAY, 17 MAR 2025
... Australia's medium-term budget outlook are getting bigger, not smaller. And no politician is putting forward a credible plan to plug those holes," she said. Deloitte forecasts that income tax withholding, which is the largest slice of government ...

AIOFP and IFPA enter 'strategic alliance'

ELIZA BAVIN  |  FRIDAY, 14 MAR 2025
The Association of Independently Owned Financial Professionals (AIOFP) and the Institute of Financial Professionals Australia (IFPA) have signed a Memorandum of Understanding to enter into a "strategic alliance". IFPA board member Scott Heathwood told ...

Korean pension fund takes $50m stake in Metrics

ELIZA BAVIN  |  FRIDAY, 14 MAR 2025
The National Pension Service (NPS) of Korea - the worlds third largest pension fund - has acquired a 4.17% stake in Metrics Credit Holdings for $50 million. This comes seven years after Pinnacle Investment Management paid $46 million for a 35% equity ...